SPDR S&P 500 ETF Trust
SPY- Exchange
- NYSE
- SEC CIK
- 0000884394
No open-market purchases or sales by SPDR S&P 500 ETF Trust insiders were filed in the last 90 days; 4,668 institutions reported holding it in 13F filings for Q2 2026, worth $448.3B in total; 4 superinvestors hold it, including Soros Fund Management and Giverny Capital.
13F holders, Q3 2025
Institutional positions in SPDR S&P 500 ETF Trust as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 4,264
- +95 vs. Q2 2025
- Shares held
- 539.7M
- −45.1M (−7.7%) vs. Q2 2025
- Total value
- $357.7B
- +$18.5B (+5.4%) vs. Q2 2025
- New holders
- 198
- 1,692 more added
- Sold out
- 103
- 1,768 more reduced
76 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SPY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,668 | $448.3B |
| Q1 2026 | 4,600 | $356.9B |
| Q4 2025 | 4,646 | $374.7B |
| Q3 2025 | 4,264 | $357.7B |
| Q2 2025 | 4,245 | $343.0B |
| Q1 2025 | 4,189 | $313.6B |
| Q4 2024 | 4,242 | $342.5B |
| Q3 2024 | 3,807 | $328.5B |
| Q2 2024 | 3,766 | $299.6B |
| Q1 2024 | 3,705 | $304.2B |
| Q4 2023 | 3,694 | $295.1B |
| Q3 2023 | 3,329 | $230.9B |
| Q2 2023 | 3,310 | $249.1B |
| Q1 2023 | 3,268 | $214.8B |
| Q4 2022 | 3,310 | $207.8B |
| Q3 2022 | 3,059 | $200.9B |
| Q2 2022 | 3,099 | $207.3B |
| Q1 2022 | 3,144 | $258.8B |
| Q4 2021 | 3,181 | $290.9B |
| Q3 2021 | 2,758 | $245.4B |
| Q2 2021 | 2,744 | $231.3B |
| Q1 2021 | 2,734 | $225.0B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 105,715 | $70.4M | 1.69% | +2,743+2.7% | Added |
| Natixis Advisors, L.P. | 104,790 | $69.8M | 0.10% | +3,154+3.1% | Added |
| West Financial Advisors, LLC | 104,554 | $69.7M | 11.51% | −1,531−1.4% | Reduced |
| FIL Ltd | 104,094 | $69.3M | 0.05% | −44,983−30.2% | Reduced |
| Omers Administration Corp | 103,835 | $69.2M | 0.50% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 103,740 | $69.1M | 0.92% | −4,431−4.1% | Reduced |
| Prospera Financial Services Inc | 103,308 | $68.9M | 1.17% | −9,586−8.5% | Reduced |
| Conning Inc. | 103,327 | $68.8M | 2.29% | −53,306−34.0% | Reduced |
| D.A. Davidson & Co. | 102,208 | $68.1M | 0.44% | −2,024−1.9% | Reduced |
| Shepherd Financial Partners LLC | 102,156 | $68.1M | 6.48% | −264−0.3% | Reduced |
| Crewe Advisors LLC | 101,813 | $67.8M | 6.47% | +5,673+5.9% | Added |
| Westshore Wealth, LLC | 101,350 | $67.5M | 23.07% | −3,722−3.5% | Reduced |
| Socha Financial Group, LLC | 101,183 | $67.4M | 28.47% | −1,983−1.9% | Reduced |
| Fort Point Capital Partners LLC | 100,772 | $67.3M | 8.62% | −92,142−47.8% | Reduced |
| Atom Investors LP | 101,039 | $67.3M | 5.10% | +87,731+659.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 100,853 | $67.2M | 0.18% | −3,197−3.1% | Reduced |
| Limestone Investment Advisors LP | 100,305 | $66.8M | 30.04% | −68,339−40.5% | Reduced |
| New England Asset Management Inc | 100,204 | $66.8M | 8.72% | −16,220−13.9% | Reduced |
| Modern Wealth Management, LLC | 122,094 | $66.7M | 1.32% | −37,852−23.7% | Reduced |
| Dakota Wealth Management | 99,364 | $66.2M | 1.34% | +18,659+23.1% | Added |
| LGL Partners, LLC | 98,869 | $66.0M | 28.13% | −320.0% | Reduced |
| Belpointe Asset Management LLC | 98,629 | $65.7M | 2.51% | +12,221+14.1% | Added |
| Cynosure Management, LLC | 98,568 | $65.7M | 7.13% | +532+0.5% | Added |
| Regions Financial Corp | 98,143 | $65.4M | 0.43% | −7,166−6.8% | Reduced |
| Canada Post Corp Registered Pension Plan | 98,414 | $65.3M | 2.89% | −331,692−77.1% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 97,778 | $65.1M | 1.03% | +50,000+104.7% | Added |
| Murchinson Ltd. | 97,500 | $65.0M | 12.56% | +97,500 | New |
| Sapient Capital LLC | 97,356 | $64.8M | 1.00% | −857−0.9% | Reduced |
| USA Financial Portformulas Corp | 97,160 | $64.7M | 11.40% | −11,436−10.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 96,673 | $64.4M | 1.30% | −1,283−1.3% | Reduced |
| Modera Wealth Management, LLC | 96,429 | $64.2M | 0.74% | +1,927+2.0% | Added |
| Moran Wealth Management, LLC | 95,796 | $63.8M | 1.92% | +50,604+112.0% | Added |
| Balyasny Asset Management LLC | 95,594 | $63.7M | 0.13% | −366,365−79.3% | Reduced |
| Fidelis Capital Partners, LLC | 95,165 | $63.4M | 4.95% | +134+0.1% | Added |
| Vanguard Group Inc | 94,964 | $63.3M | 0.00% | −2,622−2.7% | Reduced |
| SFG Wealth Management, LLC. | 94,931 | $63.2M | 27.39% | +2,042+2.2% | Added |
| Capital Advisors Inc | 104,792 | $63.2M | 1.06% | +9,770+10.3% | Added |
| Global Retirement Partners, LLC | 94,550 | $63.0M | 1.41% | +1,309+1.4% | Added |
| Summit Trail Advisors, LLC | 93,751 | $62.6M | 0.87% | −286−0.3% | Reduced |
| Phoenix Holdings Ltd. | 92,055 | $61.4M | 0.75% | +390.0% | Added |
| Meridian Wealth Management, LLC | 92,091 | $61.3M | 2.35% | +178+0.2% | Added |
| Keel Point, LLC | 91,744 | $61.1M | 3.76% | −16,168−15.0% | Reduced |
| Stock Yards Bank & Trust Co | 91,593 | $61.0M | 1.91% | −3,291−3.5% | Reduced |
| Choate Investment Advisors | 91,351 | $60.9M | 1.26% | +2,801+3.2% | Added |
| Greenhouse Wealth Management, LLC | 90,914 | $60.6M | 36.37% | −1,538−1.7% | Reduced |
| Cumberland Advisors Inc | 90,893 | $60.6M | 23.24% | +2,575+2.9% | Added |
| IFG Advisory, LLC | 90,881 | $60.5M | 2.75% | +11,836+15.0% | Added |
| Potentia Wealth | 90,501 | $60.3M | 23.00% | +2,135+2.4% | Added |
| First Financial Bank - Trust Division | 90,274 | $60.1M | 5.14% | −848−0.9% | Reduced |
| Blackstone Group Inc. | 90,223 | $60.1M | 0.26% | +88,276+4,533.9% | Added |
| Black Swift Group, LLC | 89,750 | $59.8M | 10.54% | +14,750+19.7% | Added |
| Woodline Partners LP | 89,607 | $59.7M | 0.28% | +19,352+27.5% | Added |
| All Terrain Financial Advisors, LLC | 89,547 | $59.7M | 19.24% | −402−0.4% | Reduced |
| Granby Capital Management, LLC | 89,500 | $59.6M | 31.66% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 89,216 | $59.4M | 2.24% | +19,065+27.2% | Added |
| Perigon Wealth Management, LLC | 89,050 | $59.3M | 1.21% | −2,275−2.5% | Reduced |
| IFP Advisors, Inc | 88,761 | $59.1M | 1.54% | +2,506+2.9% | Added |
| Stone House Investment Management, LLC | 88,454 | $58.9M | 9.93% | +1,091+1.2% | Added |
| Twin Tree Management, LP | 88,100 | $58.7M | 2.74% | +88,100 | New |
| Westwood Holdings Group Inc. | 87,246 | $58.1M | 0.41% | +30,359+53.4% | Added |
| Sigma Planning Corp | 87,103 | $58.0M | 1.65% | −2,601−2.9% | Reduced |
| Legacy Wealth Management, LLC | 86,713 | $57.8M | 17.39% | −5,244−5.7% | Reduced |
| Waldron Private Wealth LLC | 85,968 | $57.3M | 2.32% | −437−0.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 85,434 | $56.9M | 0.22% | −7,056−7.6% | Reduced |
| Matauro, LLC | 85,422 | $56.9M | 9.04% | +3,065+3.7% | Added |
| Affinity Asset Advisors, LLC | 84,490 | $56.3M | 5.24% | +84,490 | New |
| Embree Financial Group | 84,302 | $56.2M | 7.53% | −10,127−10.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 83,862 | $55.9M | 1.35% | +53+0.1% | Added |
| IHT Wealth Management, LLC | 83,319 | $55.5M | 1.40% | −324−0.4% | Reduced |
| United Capital Financial Advisers, LLC | 83,109 | $55.4M | 0.40% | +2,975+3.7% | Added |
| Fiduciary Alliance LLC | 82,929 | $55.2M | 3.70% | +2,046+2.5% | Added |
| Change Path, LLC | 82,851 | $55.2M | 1.35% | +4,517+5.8% | Added |
| Capital International Investors | 83,007 | $55.1M | 0.01% | +37,349+81.8% | Added |
| Becker Capital Management Inc | 82,265 | $55.0M | 1.61% | −10,344−11.2% | Reduced |
| 4Thought Financial Group Inc. | 82,490 | $55.0M | 27.78% | −1,508−1.8% | Reduced |
| Farther Finance Advisors, LLC | 82,421 | $54.9M | 0.83% | +2,270+2.8% | Added |
| Aua Capital Management, LLC | 82,150 | $54.7M | 30.71% | −149−0.2% | Reduced |
| McAlister, Sweet & Associates, Inc. | 80,945 | $53.9M | 42.11% | +37,172+84.9% | Added |
| Harbour Investments, Inc. | 80,893 | $53.9M | 1.22% | +13,692+20.4% | Added |
| First National Trust Co | 80,823 | $53.8M | 1.84% | −3,260−3.9% | Reduced |
| Archetype Wealth Partners | 80,761 | $53.8M | 6.85% | −2,658−3.2% | Reduced |
| Attessa Capital LLC | 80,443 | $53.6M | 31.58% | +2,136+2.7% | Added |
| Gladstone Institutional Advisory LLC | 80,401 | $53.6M | 2.06% | −1,564−1.9% | Reduced |
| Dean, Jacobson Financial Services, LLC | 80,398 | $53.6M | 38.92% | +1,127+1.4% | Added |
| Golden State Wealth Management, LLC | 80,221 | $53.4M | 5.90% | +1,752+2.2% | Added |
| Flagship Harbor Advisors, LLC | 80,175 | $53.4M | 2.32% | +120+0.1% | Added |
| Aristides Capital LLC | 79,588 | $53.0M | 15.62% | +4,042+5.4% | Added |
| Arvest Bank Trust Division | 79,404 | $52.9M | 2.93% | −2,146−2.6% | Reduced |
| Public Sector Pension Investment Board | 79,149 | $52.7M | 0.19% | +951+1.2% | Added |
| Chicago Partners Investment Group LLC | 76,246 | $52.4M | 1.37% | −6,268−7.6% | Reduced |
| Apella Capital, LLC | 79,245 | $52.4M | 1.17% | +28,964+57.6% | Added |
| Kingswood Wealth Advisors, LLC | 78,372 | $52.2M | 3.16% | +5,230+7.2% | Added |
| Simmons Bank | 78,201 | $52.1M | 3.47% | −2,279−2.8% | Reduced |
| Flputnam Investment Management Co | 78,054 | $52.0M | 0.78% | +1,449+1.9% | Added |
| Aspen Grove Capital, LLC | 77,616 | $51.9M | 8.72% | +15,142+24.2% | Added |
| Galilei Investment Office LLP | 77,655 | $51.7M | 24.87% | 00.0% | Unchanged |
| DRW Securities, LLC | 77,723 | $51.7M | 2.66% | +70,373+957.5% | Added |
| Aptus Capital Advisors, LLC | 77,565 | $51.7M | 0.47% | −6,405−7.6% | Reduced |
| Diversify Wealth Management, LLC | 75,493 | $51.6M | 2.98% | +437+0.6% | Added |
| Signaturefd, LLC | 77,234 | $51.5M | 0.81% | +1,969+2.6% | Added |